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小摩:下調中聯重科評級至“減持”,目標價降至3.2港元

小摩發佈研究報告稱,將中聯重科評級由“中性”降至“減持”,認爲其在房地產行業風險敞口很大,目標價由3.9港元下調至3.2港元,行業首選濰柴動力、三一重工及浙江鼎力。並維持中國龍工“增持”評級,認爲公司資產負債表穩健、現金流強勁,及對房地產市場敞口較小,目標價由1.9港元下調至1.8港元。

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